Big Deal

  • A big deal: Bernadette Christie-David

    While brokers may find that some of their clients have previously been given poor advice, in this case, Bernadette Christie-David discovered severe negligence by her client's bank – and she helped pave the way to a healthy compensation claim

  • A big deal: Raj Ladher

    Ending a relationship is tough enough without dealing with an asset split. This borrower, who was nearing retirement, faced the prospect of losing her home – until she met Ladher

  • A big deal: Alex Sperling

    When a couple approached Alex Sperling to refinance a loan he'd arranged for them many years prior so they could rebuild their home, it seemed like a straightforward deal – but the devil is always in the details

  • A big deal: Jason Paetow

    Helping clients is about executing a financial strategy to suit their long-term needs – sometimes that means explaining a higher interest rate is worthwhile in the long run

  • A Big Deal: Michelle Lewis by Melanie Mingas

    How a diligent savings plan helped one FHB keep their property ambitions on track when all other avenues were exhausted

  • A Big Deal: Steve Milligan by Melanie Mingas

    Picking up another broker’s bad deal is a challenge in itself, but when the self-employed client is also about to change jobs, the situation becomes far more complicated. Launch Finance director and finance manager Steve Milligan explains

  • A Big Deal: Thuy Hook by Melanie Mingas

    Even when armed with the full facts, broking a mortgage is no easy task. But when clients have financial skeletons in their closet and an impossible deadline to meet, the pressures stack up. Thuy Hook, mortgage broker at EZ Financing, explains

  • A Big Deal: Nick Lowe and William Hamer by Melanie Mingas

    Nick Lowe and William Hamer, joint directors at LH Financial Group, recall how they negotiated an ambitious and complex deal for an entrepreneur

  • A Big Deal: Emmanuel Marios by Melanie Mingas

    The Derwent Finance director recalls how he helped a couple of first home buyers to transform their financial position and create the ultimate family Christmas card

  • A Big Deal: Michelle Milsom-Wright by Melanie Mingas

    When two prospective buyers were let down by an online broker, Lend Wright Brokerage director Michelle Milsom-Wright, combined traditional and digital solutions